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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$11.27
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets653.92M
American Funds American Balanced R2
Price$36.39
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
NAINX vs RLBBX Comparison Chart in %
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NAINX vs. RLBBX commentary
Jul 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 251B vs. NAINX (654M). NAINX pays higher dividends than RLBBX: NAINX (1.64) vs RLBBX (1.17). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than NAINX (1.07). RLBBX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 7.11 vs. NAINX (1.90). RLBBX return over 5 years is better than : 36.40 vs. NAINX (7.05).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.32 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.32 | 81% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 7.817 | 7.144 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 251B | 0% |
| Annual Yield % from dividends | 1.64 | 1.17 | 139% |
| Returns for 1 year | 1.90 | 7.11 | 27% |
| Returns for 3 years | 26.25 | 31.83 | 82% |
| Returns for 5 years | 7.05 | 36.40 | 19% |
| Returns for 10 years | 35.97 | 57.00 | 63% |
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